Cerebras Partners With All Major AI Hardware Vendors Except Nvidia

Cerebras Expands AI Hardware Partnerships

Cerebras Systems is positioning itself as a collaborative player in the AI infrastructure market, working with nearly every major supplier of data center components—with one notable exception.

The AI chipmaker is partnering with all significant hardware vendors except Nvidia, CEO Andrew Feldman disclosed at the Bloomberg Tech conference in San Francisco on Wednesday. The strategy signals Cerebras's intention to replicate the partnership model it established with Amazon Web Services, extending similar collaborations across the broader AI hardware ecosystem.

Feldman's comments suggest Cerebras is pursuing an open, integrative approach to building AI infrastructure, contrasting with more vertically integrated strategies in the market. By working with multiple component suppliers, the company appears to be creating optionality for customers seeking alternatives to dominant platforms.

Why It Matters

Cerebras's partnership strategy reflects the maturing AI hardware market, where customers increasingly demand interoperability and vendor choice. The explicit exclusion of Nvidia—the dominant force in AI accelerators—highlights the competitive dynamics shaping the industry. For enterprises building AI infrastructure, Cerebras's ecosystem approach could provide more flexibility in system design and potentially reduce dependence on single-vendor solutions. The move also positions Cerebras as a connector in the AI supply chain rather than purely a chip competitor.

Building an Alternative Ecosystem

The partnership approach follows Cerebras's agreement with Amazon, which demonstrated the company's ability to integrate its wafer-scale processors into major cloud platforms. By extending this model to other hardware providers, Cerebras is effectively building an alternative supply chain for AI data centers.

The absence of Nvidia from Cerebras's partner list is unsurprising given the direct competition between the companies in AI acceleration. Nvidia's integrated approach—combining chips, software, and networking—contrasts with Cerebras's more collaborative model.

For organizations evaluating AI infrastructure investments, the expanding Cerebras ecosystem represents a potential hedge against vendor lock-in. As AI workloads grow more diverse and demanding, having multiple viable hardware pathways becomes increasingly valuable for maintaining competitive advantage and cost control.

These details were first reported by Bloomberg.